Send the Viewed Document to CaseMap

You can send a link to the document you are currently viewing to CaseMap.

  1. In the Viewer panel select Near Native or Redaction view.
  2. In the Viewer toolbar, click .
  3. In the dialog that displays, click Send Document to CaseMap.
    The system asks you whether you want to open or save bulkSendDocuments.vbs.
  4. Click Open.
  5. The Bulk ’Send to CaseMap’ Wizard displays.

    Tip: You can select Yes to edit field mappings in this wizard, if you want to. The field mappings edited in the wizard are only used for the current document.

  6. Follow the wizard steps.
When the wizard is finished, a confirmation message box displays. The document and the content of the fields that are mapped to CaseMap fields are shown in CaseMap, in the Objects - Documents spreadsheet.

Copyright © 2019 Open Text. All Rights Reserved. Trademarks owned by Open Text.